Broker Check

Office One

5200 Southwest Meadows Road Suite 200

Lake Oswego, OR 97035

At our firm, we have the client—and only the client—in mind.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

We believe that every solid relationship should be centered on open communication and over the years, we have found that as clients maneuver through a variety of complex financial decisions, they need someone they can trust. With that being said, we also know that every great relationship begins with a first date.  This initial meeting allows you to put a face with a name, read each others faces and just get an overall feel for the person.  We believe this initial meeting is a key component in choosing who you want to open up with about your personal finances.  

We invite you to discover and experience the power of our services.  Being that we live in the Pacific Northwest, we hold a very special place in our heart for coffee.  Let us treat you to your favorite coffee spot, or ours and let's begin a conversation!

Focused On You

Focused On You

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on you.  We keep you in the center of all we do and our focus stays on you and your goals.

We have many years of experience in financial services and can work with you to tie all your financial pieces together. We can help you address your needs of today and for many years to come. We look forward to working with you.